Entries by Steve Vachon, Senior Analyst

Deeper convergence of mobility, broadband and video services creates revenue opportunities and disruption for CSPs

The digital era is bringing fundamental, disruptive changes to traditional business models for communication service providers (CSPs), including telecom operators and cable providers, as the mobility, broadband and video industries converge more deeply. These shifts are driven by the following trends, which will gain further traction over the next several years: The rise of cable […]

Opportunities for wireless subscriber growth remain plentiful for U.S. operators

Cable providers are disrupting the U.S. wireless market Subscriber growth for U.S. Tier 1 operators is being limited by the growing momentum of Comcast’s Xfinity Mobile brand, which outperformed AT&T and Sprint in postpaid phone net additions in 3Q18 and now has a base of over 1 million subscribers. Xfinity Mobile will become a stronger […]

Limited availability and adoption of compatible smartphones will stall 5G’s early momentum

Anticipation is building as mobile 5G networks will be widely deployed in the United States over the next couple of years. As the wireless market continues to shift to unlimited data plans, the capacity provided by 5G will enable operators to more cost-effectively offer these programs over the long term while better handling network congestion. […]

2018 5G Americas Analyst Forum

5G will provide network efficiencies for telcos as they anticipate next-generation use cases Given the introduction of Verizon’s (NYSE: VZ) 5G Home fixed wireless service in October, as well as the upcoming launch of AT&T’s and T-Mobile’s mobile 5G networks by the end of 2018, the 5G era is edging closer to reality after years […]

Webscale competition increases among carrier cloud providers

Combined Cloud as a Service revenue for telecom operators in Technology Business Research Inc.’s (TBR) 2Q18 Carrier Cloud Benchmark rose 26.3% year-to-year in 2Q18 due to strategic acquisitions and alliances, investments in new data centers, and portfolio expansion in growth segments such as SaaS and hybrid cloud. All benchmarked companies sustained year-to-year Cloud as a […]

Carriers focus on supporting hybrid and multicloud environments

More customers are integrating solutions from multiple providers   Total Cloud as a Service revenue from the telecom market rose an estimated 13.5% year-to-year to $6.5 billion in 2017, and opportunity remains for carriers to target businesses seeking greater cost savings, scalability and efficiency by migrating traditional infrastructure and applications to the cloud. However, TBR projects […]

Portfolio and network enhancements showcase Telefonica’s evolution to digital service provider

Telefonica’s (NYSE: TEF) progress in evolving from a traditional communication service provider to a digital service provider was highlighted at the company’s 2018 Industry Analyst & Customer Day. Telefonica’s digital transformation initiatives will yield internal cost savings and increased operational efficiency for the company while enhancing connectivity, scalability and customer experience for consumers and businesses. […]

Sprint Business is on an upward trajectory, but the T-Mobile merger is essential for long-term viability

The 2018 Sprint Business Analyst & Consultant Summit showcased the early success and growth potential of Sprint Business’ revamped go-to-market strategies. During the summit, a recurring theme was that Sprint Business is focused on turning its weaknesses into strengths, highlighting that the company’s awareness of its limitations versus larger enterprise operators, such as AT&T (NYSE: […]

T-Mobile and Sprint pursue merger to gain needed scale to disrupt 5G landscape

On April 29, 2018, T-Mobile (NasdaqGS: TMUS) and Sprint (NYSE: S) announced a definitive agreement, under an all-stock transaction, to merge operations under the brand name T-Mobile with an approximate enterprise value of $146 billion. If the merger is approved, Deutsche Telekom (DT) and Softbank would hold 42% and 27% stakes in the company, respectively, […]